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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
CCM
2951
Cohen Capital Management
California
$599M -$17.1M -3% 0.07% 91.5% 158 8.23% 6.3
Capital Investment Counsel (Colorado)
2952
Capital Investment Counsel (Colorado)
Colorado
$599M +$21.4M +4% 0.27% 68.7% 132 15.91% 0.8
McGlone Suttner Wealth Management
2953
McGlone Suttner Wealth Management
Wisconsin
$599M +$118M +25% 0.91% 61.6% 188 17.02% 1.4
Pacific Capital Wealth Advisors
2954
Pacific Capital Wealth Advisors
California
$599M +$3.85M +0.6% 0.09% 54.1% 498 20.48% 1.2
Foundation Resource Management
2955
Foundation Resource Management
Arkansas
$599M -$48.2M -7% 6.85% 84.5% 53 3.77% 7.8
Deer Park Road Corp
2956
Deer Park Road Corp
Colorado
$598M -$3.19B -84% 13.3% 55.9% 5 40% 4.9
Radnor Capital Management
2957
Radnor Capital Management
Pennsylvania
$598M -$74.9M -11% 0.63% 96.9% 340 10.88% 1.7
Evolution Wealth Advisors
2958
Evolution Wealth Advisors
Florida
$598M +$41.3M +7% 4.01% 84.5% 157 22.93% 2.4
Tennessee Valley Asset Management Partners
2959
Tennessee Valley Asset Management Partners
Tennessee
$597M -$6.76M -1% 0.03% 65.7% 169 15.98% 2.1
NG
2960
Northstar Group
New York
$597M +$23M +4% 1.71% 63.9% 162 8.64% 5.9
Endurance Services Ltd
2961
Endurance Services Ltd
New York
$597M -$102K -0% 0.08% – 17 0% 0.7
Praesidium Investment Management Company
2962
Praesidium Investment Management Company
New York
$596M +$56.2K +0% 14.7% 79% 14 21.43% 3.3
Market Street Wealth Management Advisors
2963
Market Street Wealth Management Advisors
Indiana
$596M -$12.5M -2% 1.79% 44% 98 5.1% 3.1
Mudrick Capital Management
2964
Mudrick Capital Management
New York
$596M +$435M +270% 81.5% 212% 3 100% 0
KFS
2965
Kurt F. Somerville
$596M -$25.7M -4% 0.65% 92.9% 99 8.08% 7.5
Biltmore Family Office
2966
Biltmore Family Office
North Carolina
$595M +$10.8M +2% 4.9% 78.1% 284 11.97% 3.8
Live Oak Private Wealth
2967
Live Oak Private Wealth
North Carolina
$595M -$21.3M -3% 0.38% 74.6% 189 7.41% 3.4
Hoey Investments
2968
Hoey Investments
Pennsylvania
$595M +$60.5M +11% 12.1% 247% 462 33.33% 2.2
Glassman Wealth Services
2969
Glassman Wealth Services
Virginia
$594M +$7.67M +1% 0.17% 62.6% 202 23.76% 4.3
Nalanda India Equity Fund
2970
Nalanda India Equity Fund
Mauritius
$594M -$10.8M -2% 6.36% 13.6% 2 0% 5.4
BDWCC
2971
B&D White Capital Company
Texas
$594M +$13.4M +2% 3.33% 44.2% 92 50% 1
Disciplina Capital Management
2972
Disciplina Capital Management
Tennessee
$593M -$31M -5% 3.06% 30% 73 1.37% 2.9
Crews Bank & Trust
2973
Crews Bank & Trust
Florida
$593M – – 0.07% – 609 – 0
CFM Wealth Partners
2974
CFM Wealth Partners
Texas
$593M +$20.3M +4% 5.44% 152% 147 8.16% 3.7
Allen Mooney & Barnes Investment Advisors
2975
Allen Mooney & Barnes Investment Advisors
Georgia
$593M +$5.38M +0.9% 1.12% 78.9% 158 7.59% 2.3